- KStampAsked on July 29, 2016 at 10:30 AM
How do I add item names or numbers to paypal products?
I would like to add an item number or name to each of the forms I have setup to accept payments on my website through paypal. Is there any way I can do this through jotform so that when they go through to paypal I can pull reports based on event or account? For example, I am accepting payments for our Golf Tournament but would like to also accept payments for Summer School in the future. Can I identify them somewhere within jotform so I can run a report through paypal and pull only Golf Tournament payments? Or is this something I would have to do through paypal?Page URL:
- victorAnswered on July 29, 2016 at 11:30 AM
Sorry but not fully understanding your question. What I understand is that you would like to have different payments available in your form. In the future you will be adding other option so users can donate and make payments for other things like summer school or tournaments.
When reviewing your site, I see that you have 3 different forms. In your second form (REGISTRATION), you have already placed a payment with a label. In this form you only have one product.
If you would like to add another product you can just add it using the ADD NEW PRODUCT form the payment wizard.
You may also add different payment fields in a single form. Each can be payment field can be used for different products or have users select different methods to pay for the product.
- KStampAnswered on July 29, 2016 at 11:44 AM
Sorry, I'm trying to be as clear as possible. I realize there is only one product available for purchase on each form. What I would like to do is setup an ID# of some sort for each form so that when I run a report for "Golf Tournament" in paypal all three of those forms will be associated with that name (or number). That way when we start taking payments on another page, with another form for another activity, I can add a name or number to that item as well called "Summer School." Then when I go to paypal and see the list of all my transactions I can run a report that says to only pull transactions for the "Golf Tournament" only.
That way at any given time I can search out all the payments that have been made for each event. Right now there is just a list of transactions and the only way to identify what they are for is to click on the account detail button.
Normally, there would only be one form per activity, but I needed three to separate the information in spreadsheets for the Golf Tournament.
I don't want to add another form to accept payments for another activity until I know I can label them somehow and pull reports for individual categories of transactions.
- JotForm SupportNik_CAnswered on July 29, 2016 at 12:03 PM
Unfortunately, what you are trying to achieve is not possible at the moment. Paypal is an external payment service and currently there is no way for you to group the forms via your custom id's.
Let us know if you need more information.
- KStampAnswered on July 29, 2016 at 04:42 PM
Would it be possible to assign them three different id's and then we will just know to run the report for all three when we want information about the Golf Tournament?
- JotForm SupportNik_CAnswered on July 29, 2016 at 05:10 PM
What just crossed my mind that you could do is to have one hidden field in each form that will have default value, for example Form 1 = 1, Form 2 = 2, Form 3 = 3.
1. First add number field and make it hidden:
2. And then set default value:
Your clients will not see that field but it will go with your submissions and you will see it in your reports.
If that is what you had in mind, my apologies if I misunderstood you.
Again, this is for the forms only and submissions.
Please let us know if you have further questions.
- KStampAnswered on July 29, 2016 at 05:20 PM
That could work! I'll try it and see. It would definitely show up on my spreadsheet, but paypal might not include it in their report as it wouldn't recognize it as a product description or item number.
- JotForm SupportNik_CAnswered on July 29, 2016 at 05:23 PM
Exactly, it will show in spreadsheet , so if you combine them you can easily distinguish which is which, but it will not go to PayPal, that's true.
Please try and let us know if you have additional questions.
- KStampAnswered on July 29, 2016 at 06:11 PM
Well that's a bummer because it really throws a wrench in how I was planning to use paypal. Are there some ways that the paypal widget allows you to create an item # within jotform and I'm just not using them? I know when you setup a paypal button within paypal and then use the html code on your site there is a place to enter an item #. Also, when I add the paypal button to my site through wix there is a space to enter an id #. Any other ideas on how to track payments by activity?
- JotForm SupportKevin_GAnswered on July 29, 2016 at 08:11 PM
As far as I know, it is not currently possible to add an ID # to your products, this is the info that you can add to your products on PayPal:
The solution that my colleague Nik_C provided would work on the JotFrom side only, and I think would be better to create reports, but this will be on JotForm, here is the guide: How-To-Create-Form-Reports-in-JotForm
You will need to create this on your PayPal account, I found a link that will help you to create reports on your PayPal account so you will get the info about payments received per product, link: https://www.paypal-community.com/t5/How-to-use-PayPal-Archive/Paypal-Custom-Reports/td-p/32857
Otherwise, I think would not be other way to track your payments.
Hope this helps.
- KStampAnswered on August 01, 2016 at 11:37 AM
Thanks for all your help. I thought that when I entered the product name in the payment wizard (shown above) that I would be able to search in paypal with that keyword, but paypal does not recognize the name on their end. There are a couple other ways to add a paypal button to my website that do include an item number (wix and paypal buttons added through code) but those ways don't allow me to capture all the registration information that jotform does. The great thing about jotform is that I can use it to gather information about who is registering for what and not just the payment transaction. Would it be possible to add the item number option to the payment wizard? It seems like this could be a very valuable addition because the other paypal buttons I mentioned only allow me to create one product per button. If I could create multiple jotforms on different pages and identify each form with a name/number to run reports through paypal it would be so easy to see revenue for each activity/event. Even if each product didn't have it's own number, but just the transactions that came from a particular form all had one number.
I like the idea to add the hidden number for spreadsheet purposes, but I have a bookkeeper who will be cross referencing the paypal payments with our bank account to identify which account they should be assigned and she will not be able to easily navigate the spreadsheets.
- JotForm SupportNik_CAnswered on August 01, 2016 at 01:10 PM
I tried to find some way to do that but it is just not possible to pass the information in that way to PayPal, I thought maybe to name the products like this ProductName #12345, where you will have the reference number in the name of the product. But I'm not sure if that will help your bookkeeper.
I'll try to think of something else in the meantime.
If you would like I can also forward this to our developers for a potential feature request?
- JotForm SupportMikeAnswered on August 01, 2016 at 03:57 PM
We have added a feature request ticket to our system regarding the PayPal Item IDs. There is no ETA for when it can be implemented, but we will let you know if we have any updates.
In the meantime, you might consider forwarding a 'Custom Field' value with your PayPal transactions.
This is how it can be added:
Then, if you download the PayPal report in the following format, the 'Custom Number' field will be included.
It will be populated with your value from the form.
- JotForm SupportMikeAnswered on August 01, 2016 at 04:03 PM
I would like to clarify that we do provide the item names with our PayPal integrations. You will need to select an 'Include Shopping Cart details' option in PayPal to include the product names to the downloaded report.
- KStampAnswered on August 01, 2016 at 04:21 PM
This is great! Thank you so much!